Copia Wealth Management
Position in BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF
CIK 2058771
BEND, OR
Position in BIL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$61,123
-$25,870 QoQ
Shares Held
667
-29.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIL Over Time
Shares Held
Position Value (USD)
All Filings in BIL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,123 | 667 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $86,993 | 952 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59,729 | 651 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $59,716 | 651 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $59,716 | 651 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $93,350 | 1,021 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||